Fixed Income Portfolio Manager III

Fixed Income Portfolio Manager III

The Fixed Income Portfolio Manager III is primarily responsible for managing taxable and tax-exempt bond portfolios in a close collaborative effort with the Senior Fixed Income Portfolio Manager. Additionally, the position will manage mutual funds, common funds, and individual bond portfolios; develop and manage special projects in the fixed income management program.

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How you'll spend your time :

• Manage bond portfolios with discretion, aligning with strategies set by the Senior Fixed Income Portfolio Manager to optimize returns within acceptable risk levels.
• Analyze securities and portfolios to ensure compliance with investment objectives and internal guidelines.
• Oversee customer portfolios in accordance with legal and statutory requirements.
• Mentor junior staff, reviewing their research and recommendations for suitability.
• Stay current on market developments and use research to make informed investment decisions and execute trades.
• Adhere to strict compliance standards set by regulatory bodies and internal policies.
• Contribute to investment strategy, policy updates, and annual credit reviews, including maintaining detailed credit files.

Education & experience requirements :

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 7-10 years portfolio management experience or 15+ years equivalent experience in financial markets.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.